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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,986 | $156,616-83.4% | $133,346-80.5% | $198,609-86.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 25.61% | 44.25%-18.6pp | 36.85%-11.2pp | 202.70%-177.1pp |
| Employer contribution / active EE | $1,989 | $3,368-40.9% | $2,853-30.3% | $5,055-60.7% |
| Participant deferral / active EE | $3,874 | $4,920-21.3% | $4,332-10.6% | $6,977-44.5% |
| Admin fee / account holder | $34 | $17,468-99.8% | $14,264-99.8% | $19,030-99.8% |